David Stephen Meell
Professional Summary
David Stephen Meell, who also goes by David Meell, is a registered financial advisor currently at WISDOMTREE SECURITIES, INC. located in New York, New York. David is registered as a RR (Registered Representative) and started their career in finance in 1996. David has worked at 7 firms and has passed the SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Meell
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
WISDOMTREE SECURITIES, INC.
Contact Information
Main Address
250 West 34th Street 3rd Floor, New York, NY 10119Mailing Address
250 West 34th Street 3rd Floor, New York, NY 10119Phone Number
(212) 801-2080Established
Delaware since 10/14/2021Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view David Stephen Meell's CRS (Customer Relationship Summary).
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